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Non-confidential · Public sources only
Licensed — Not Investing

CapitalSouth SBIC Fund IV, L.P.

Managed by Capital Private Advisors, LLC · www.capitalagroup.com

Strategy
Mezzanine
Vintage
2013
Fund size
$100M-$200M
Private capital raised
$151.7M
Portfolio cos (public)
11
HQ
Charlotte, NC

License 03/12-4060

Firm overview

From public sources (https://www.capitalagroup.com/)

Capitala Group (founded as CapitalSouth Partners in 1998) is a Charlotte, NC-based asset management firm providing equity and debt capital to lower middle-market businesses. Founder Joseph Alala III became the youngest founder of an SBIC debenture fund in history at age 28. Capitala employs a flexible capital mandate with hands-on portfolio management across private credit and private equity, and has been active in 35 of 50 U.S. states with over 300 transactions completed. The firm has invested approximately $3.2 billion in capital under management since inception in 1998 across 10+ sectors including Building Products, Business Services, Consumer Products, Education Services, General Industrial, Healthcare & Pharmaceuticals, Information Technology, Recreation/Leisure/Entertainment, and Restaurant & Food. CapitalSouth SBIC Fund IV ('CapitalSouth Growth Fund') focuses on companies with $8M+ revenue and $2M+ EBITDA.

Team (15)

Source: Public · https://www.capitalagroup.com/our-team

NameTitleLocation
Demo Employee 1162Director of Marketing & EventsCharlotte, NC
Demo Employee 1205Director of Investor RelationsCharlotte, NC
Demo Employee 1377Vice President, Business DevelopmentCharlotte, NC
Demo Employee 1587Senior AssociateCharlotte, NC
Demo Employee 1631President & Chief Operating OfficerCharlotte, NC
Demo Employee 1973Managing Director, AtlantaAtlanta, GA
Demo Employee 2452President & Director of Capitala Securities, LLCCharlotte, NC
Demo Employee 2669Senior AssociateCharlotte, NC
Demo Employee 2864Managing DirectorCharlotte, NC
Demo Employee 2896Vice PresidentCharlotte, NC
Demo Employee 294Senior AssociateCharlotte, NC
Demo Employee 519Chief Financial Officer & Chief Compliance OfficerCharlotte, NC
Demo Employee 523Director of Accounting & FinanceCharlotte, NC
Demo Employee 64PartnerCharlotte, NC
Demo Employee 758Founder & Chief Executive OfficerCharlotte, NC

Publicly disclosed portfolio (11)

Source: Public, every row cites its source URL. No exact deal terms unless disclosed.

CompanyTypeAnnouncedSource
Portfolio Co 92025-01-01link
Portfolio Co 72025-01-01link
Portfolio Co 12024-01-01link
Portfolio Co 32024-01-01link
Portfolio Co 82024-01-01link
Portfolio Co 102024-01-01link
Portfolio Co 112024-01-01link
Portfolio Co 2link
Portfolio Co 5link
Portfolio Co 6link
Portfolio Co 4link
Everything on this page is public information, firm website, press releases, SBA directory. No Form 468 or Form 1031 line items are shown here. Aggregated deal comps and benchmarks are on /deal-comps (aggregate-only, cohort-5 minimum).